The API industry is expected to start the boom cycle again, how should upstream equipment embrace new opportunities?

Pharmaceutical Network Market Analysis: Apian is a mixture of any substance or substance used in the manufacture of pharmaceuticals.
after decades of development, China has become a large country of API production, API market has also formed a more complete industrial system.
it is understood that at present, China has more than 2400 pharmaceutical raw materials production qualification source enterprises, in 2019 China's export volume of RAW materials reached 101.185 million tons, an increase of 8.83 percent year-on-year.
the first half of 2020, affected by the special period, the pharmaceutical health industry has a strong momentum of development, the industry chain of API industry has also ushered in a good development opportunity.
industry expects the API industry to enter a boom cycle again, which also means that related equipment companies will embrace new opportunities.
pharmaceutical equipment (source: pharmaceutical network) in the first half of the majority of API companies performance from the recently disclosed 2020 half-year results of the enterprise, most of the company's performance pre-excited.
, Plo Pharmaceuticals' first-half results forecast show that it expects operating income in the first half of 2020 to be RMB3,905 million-4.082 billion, up 10.02% to 15.01% YoY.
said in its announcement that the change in current earnings was mainly due to the year-on-year increase in sales revenue and gross margin of API and CDMO, while expenses decreased year-on-year.
Xincheng expects to achieve net profit of RMB2,196 million to RMB2,311 million in the first half of 2020, up 90% to 100% YoY.
said the main reason for the increase in performance was the company's vitamin A, vitamin E, biotin and other products sales prices and sales increased year-on-year.
Menova's performance is also in a high growth period, with first-half revenue and net profit expected to grow 16% and 24% year-on-year, respectively. according to the
announcement, the core business of intermediate and API companies, accounting for 89% of revenue, the first half of the operating income of 580 million yuan, an increase of about 25% yoY, including cardiovascular products revenue increased by more than 30% year-on-year.
, Aoxiang Pharmaceuticals reported that the company achieved operating income of 210 million yuan, up 62.38 percent year-on-year, and realized a net profit attributable to shareholders of listed companies of 52.598 million yuan, up 69.46 percent year-on-year, while non-net profit was 48.2327 million yuan, up 79.34 percent year-on-year.
for the reasons for the substantial growth of performance, mainly due to the rapid development of the global API industry, specialty api and pharmaceutical intermediatemarket demand is strong, the main products have achieved a high production and sales rate.
industry believes that with the continuous deepening of China's medical reform, as well as the adoption of normalization, consistency evaluation, encouragement of children's drug research and development, drug filing opinion draft and other policies, as well as the aging of the population, the pharmaceutical industry fundamentals and medium- and long-term trends will be further attention by the industry.
from the perspective of the global market, with the expiration of a large number of original research drugs, generic drugs market space is huge, will indirectly drive the related characteristics of API and pharmaceutical intermediates market demand growth.
on this, some pharmaceutical people believe that the API industry is expected to enter the boom cycle again. How do
upstream devices embrace new opportunities? As the upstream of the API industry chain, the API production equipment in the API industry to maintain a good development trend, but also expected to usher in new opportunities.
, how can API companies embrace development opportunities? The author thinks that it is inseparable from two aspects.
on the one hand, green is a trend.
according to the "Guidance on Promoting green development of the API industry" issued in April this year, which explicitly mentions the need to promote the technological transformation of green production, in accordance with the law to eliminate backward technology and products and other content.
and in the process of promoting the transformation and upgrading of API enterprises towards greening, API equipment undoubtedly plays an important role.
only continuous innovation and upgrade of green technology, technology, in order to create more in line with green production standards of equipment, to help enterprises improve pollution control capacity.
on the other hand, energy saving and consumption reduction, for enterprises to reduce costs.
reports show that extraction equipment, heat exchange equipment, drying equipment and other RAW materials equipment has increased significantly in recent years, of which extraction equipment increased by 33.7%.
industry insiders pointed out that energy conservation and consumption reduction has become one of the goals pursued by enterprises, but also the purchase of such equipment judgment factors.
, therefore, API equipment enterprises also need to follow the principle of energy conservation and environmental protection, and continuously improve the equipment products in the production process of API enterprises energy conservation and environmental protection indicators, to help the API industry and the pharmaceutical industry as a whole sustainable development.
of course, in the process of innovative research and development, upgrading apitic equipment can not be separated from continuous research and development investment, as well as talent support.
, therefore, enterprises also need to re-research and development, and actively train more excellent talent, for enterprises to participate in the market competition to provide a strong support.
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